Purchases and Sales Made in Q2 2022 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
BUY
|
- |
11.4M+ 119.22% |
$1.26B - $1.26B
|
21M
$2.32B
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.51MNew |
$716M - $718M
|
6.51M
$717M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.88M+ 50.7% |
$537M - $539M
|
14.5M
$1.6B
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2.73MNew |
$300M - $301M
|
2.73M
$301M
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.34M+ 76.15% |
$258M - $258M
|
5.42M
$597M
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.32M+ 779.61% |
$255M - $255M
|
2.61M
$288M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
1.95M+ 190.63% |
$215M - $215M
|
2.98M
$328M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.67M+ 162.22% |
$184M - $185M
|
2.71M
$298M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
1.03M+ 59.22% |
$114M - $114M
|
2.78M
$306M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
993K+ 22.87% |
$109M - $109M
|
5.33M
$588M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
937K+ 101.27% |
$103M - $103M
|
1.86M
$205M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
869K+ 13.71% |
$95.6M - $95.9M
|
7.21M
$794M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
869K+ 13.71% |
$95.6M - $95.9M
|
7.21M
$794M
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
834K+ 1159.38% |
$91.7M - $92M
|
906K
$99.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
761K+ 25.13% |
$83.6M - $83.9M
|
3.79M
$417M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
589K+ 71.1% |
$64.7M - $64.9M
|
1.42M
$156M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
510K+ 235.48% |
$56.1M - $56.2M
|
727K
$80M
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
480K+ 32.45% |
$52.7M - $52.9M
|
1.96M
$216M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
435K+ 945.45% |
$47.9M - $48M
|
481K
$53M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
412K+ 139.63% |
$45.3M - $45.4M
|
707K
$77.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
411K+ 2238.73% |
$45.2M - $45.4M
|
430K
$47.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
410K+ 339.77% |
$45.1M - $45.2M
|
531K
$58.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
BUY
|
- |
393KNew |
$43.2M - $43.4M
|
393K
$43.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
365K+ 785.49% |
$40.1M - $40.2M
|
411K
$45.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
364K+ 62.78% |
$40M - $40.1M
|
943K
$104M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
361K+ 524.15% |
$39.7M - $39.8M
|
430K
$47.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
343KNew |
$37.7M - $37.8M
|
343K
$37.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
340KNew |
$37.4M - $37.5M
|
340K
$37.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Marks Wealth, LLC
|
BUY
|
- |
336KNew |
$36.9M - $37M
|
336K
$37M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
295K+ 99.94% |
$32.5M - $32.6M
|
591K
$65.1M
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
288K+ 221.72% |
$31.7M - $31.8M
|
418K
$46M
|
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
277K+ 24.1% |
$30.5M - $30.6M
|
1.43M
$157M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
272K+ 699.43% |
$29.9M - $30M
|
311K
$34.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
255K+ 3401.01% |
$28.1M - $28.1M
|
263K
$28.9M
|
|
|
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
250KNew |
$27.4M - $27.5M
|
250K
$27.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
224KNew |
$24.7M - $24.7M
|
224K
$24.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
222K+ 118.91% |
$24.4M - $24.5M
|
408K
$45M
|
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
219K+ 2729.27% |
$24.1M - $24.2M
|
227K
$25M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
203K+ 419.53% |
$22.3M - $22.3M
|
251K
$27.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Connable Office Inc
|
BUY
|
- |
202KNew |
$22.3M - $22.3M
|
202K
$22.3M
|
|
|
Jul 25, 2022
Q2 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
199KNew |
$21.9M - $21.9M
|
199K
$21.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
182K+ 1137.78% |
$20.1M - $20.1M
|
198K
$21.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
182KNew |
$20M - $20.1M
|
182K
$20.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
181KNew |
$19.9M - $19.9M
|
181K
$19.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
173KNew |
$19.1M - $19.1M
|
173K
$19.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
173KNew |
$19M - $19M
|
173K
$19M
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
161KNew |
$17.7M - $17.7M
|
161K
$17.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
152K+ 324.02% |
$16.7M - $16.8M
|
199K
$22M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
151K+ 5428.27% |
$16.6M - $16.6M
|
154K
$16.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
148K+ 1773.03% |
$16.3M - $16.4M
|
157K
$17.3M
|